• Ep 35: Guided By The Stars No More: A Roadmap To Retiring Abroad! Part 2

  • Jan 8 2025
  • Length: 37 mins
  • Podcast

Ep 35: Guided By The Stars No More: A Roadmap To Retiring Abroad! Part 2

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  • Summary

  • In Part 1 of this podcast, we discussed figuring out your "why", for wanting to retire abroad, the residency/visa requirements, and the practical aspects of moving overseas.

    In Part 2 of this episode, we answer specific tax and financial questions. Some examples of the questions (amongst others) that we answer here are:-
    • Do I still need to file U.S. taxes when overseas, and what does that entail? What about State taxes?
    • How do I access my retirement income from overseas? How do I get my RMDs?
    • Will my custodian allow a foreign address? How do I transfer my funds from the U.S.?
    • Should I roll over my 401k to a rollover IRA before I leave the U.S.?
    • Will I have enough SS credits to claim social security from abroad?
    • Should I buy a home overseas?
    • What about healthcare expenses? How do I deal with that?
    • Are there other countries you should consider besides the usual?

    Episode Links & Resources

    • Ep 33: A Roadmap To Retiring Abroad - Part 1
    • Ep 23: Receiving Social Security From Overseas: Answering FAQs
    • Ep 13: Mitigating Double Taxation
    • Are you Tax-compliant With Your Overseas Assets? - Free Guide - Scroll to the bottom of the page.
    ---------------------------------------------------------------------------------
    The speakers' views and opinions discussed in this episode should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.

    Be sure to join the conversation by visiting our page The International Money Cafe

    Follow us on social media:- LinkedIn; Instagram; Twitter (X); Facebook
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